AQ Wealth University LLC

AQ Wealth University LLC is a financial consultant in North Charleston, SC, offering personalized wealth management services including asset management, financial planning, insurance planning, retirement planning, and estate planning. The firm serves individuals and businesses seeking guidance through financial complexities, emphasizing a consultative approach to help clients identify, simplify, and achieve their financial goals. It operates under Atlantic Wealth Management Group LLC, with services provided through LPL Financial, a registered investment adviser. The business holds a 5.00 rating based on eight customer reviews, reflecting strong client satisfaction.

The firm’s philosophy centers on loyalty and trust, aiming to build lasting relationships with clients. It emphasizes a detailed planning process designed to create financial confidence and mitigate risks from unexpected life events. Services are tailored to meet individual objectives, with a focus on long-term financial wellbeing. The founder, Marilyn (Lynn) Allen, is a CRPC®, C(k)P®, and CPFA, serving as the LPL Registered Principal and leading the firm’s client-centered approach. The firm supports clients through tools like LPL AccountView and Right Capital for financial planning access.

The business is located in Summerville, SC, at Office 201 Sigma Drive Suite 223, serving the broader Charleston area. It operates under the Atlantic Wealth Management Group LLC name and is licensed to offer securities in multiple states, including SC. The firm is recognized for maintaining a solid reputation among the clients it has served, built through consistent, trustworthy advisory relationships. Its strength lies in providing strategic, personalized financial guidance that supports clients across life stages.

Services:

• Asset Management
• Estate Planning
• Financial Planning
• Insurance Planning
• Retirement Planning